Johnson Midwest Financial’s Tesla TSLA Stock Holding History

Johnson Midwest Financial’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$554K	Hold	2,215	–	–	1.24%	15
2023 Q2	$580K	Sell	2,215 -24	-1%	-$4.8K	0.51%	17
2023 Q1	$465K	Hold	2,239	–	–	0.67%	12
2022 Q4	$276K	Buy	2,239 +361	+19%	+$68.4K	1.01%	17
2022 Q3	$498	Buy	1,878 +222	+13%	+$62K	1.9%	9
2022 Q2	$372K	Buy	1,656 +135	+9%	+$36.9K	0.5%	16
2022 Q1	$546K	Buy	1,521 +321	+27%	+$100K	0.77%	11
2021 Q4	$423K	Buy	1,200 +333	+38%	+$112K	0.32%	19
2021 Q3	$224K	Hold	867	–	–	0.18%	39
2021 Q2	$196K	Hold	867	–	–	0.19%	39
2021 Q1	$193K	Buy	867 +96	+12%	+$24.1K	0.2%	38
2020 Q4	$181K	Buy	+771	New	+$132K	0.17%	36

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Midwest Financial's TSLA Position: Q3 2023 in Review

Johnson Midwest Financial held its Tesla (TSLA) position steady in Q3 2023 at 2,215 shares worth $554K. The position accounts for 1.24% of the portfolio, ranked #15.

Johnson Midwest Financial first reported a position in TSLA in Q4 2020 and has held it in 12 quarters since. The position peaked at $580K in Q2 2023. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

Johnson Midwest Financial held 2,215 shares of Tesla worth $554K as of Q3 2023.
Johnson Midwest Financial left its Tesla share count unchanged in Q3 2023.
Tesla made up 1.24% of Johnson Midwest Financial's portfolio in Q3 2023, its #15 holding.
Johnson Midwest Financial first reported a position in Tesla in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Tesla position peaked at $580K in Q2 2023.
2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.